See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,245 | $104,251-26.9% | $91,001-16.2% | $147,584-48.3% |
| Participation rate | 41.7% | 78.2%-36.6pp | 75.6%-33.9pp | 82.8%-41.2pp |
| Annual return | 19.31% | 27.06%-7.8pp | 4.60%+14.7pp | 578.55%-559.2pp |
| Employer contribution / active EE | $1,021 | $3,116-67.2% | $2,456-58.4% | $4,876-79.1% |
| Participant deferral / active EE | $4,758 | $4,195+13.4% | $3,547+34.1% | $5,439-12.5% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,885-100.0% |